Job Description
About the Job
We are looking for a dynamic and revenue-driven Head – PCG Desk (Private Client Group) to lead and scale our advisory-led wealth and investment business. The role requires strong expertise in wealth management, equity advisory, HNI/UHNI client acquisition, investment product selling, and team leadership.
The ideal candidate should have a proven track record in driving AUM growth, revenue generation, advisory sales, and client engagement within reputed broking houses, wealth firms, private banks, PMS firms, or investment advisory organizations.
Roles & Responsibilities
- Lead and scale the PCG Desk business with focus on revenue growth, AUM expansion, and client acquisition.
- Drive advisory-led selling across Equity, PMS, Mutual Funds, MTF, Structured Products, and allied investment products.
- Build and manage strong HNI/UHNI client relationships and investment engagement models.
- Drive RM/Advisory team productivity, business...
We are looking for a dynamic and revenue-driven Head – PCG Desk (Private Client Group) to lead and scale our advisory-led wealth and investment business. The role requires strong expertise in wealth management, equity advisory, HNI/UHNI client acquisition, investment product selling, and team leadership.
The ideal candidate should have a proven track record in driving AUM growth, revenue generation, advisory sales, and client engagement within reputed broking houses, wealth firms, private banks, PMS firms, or investment advisory organizations.
Roles & Responsibilities
- Lead and scale the PCG Desk business with focus on revenue growth, AUM expansion, and client acquisition.
- Drive advisory-led selling across Equity, PMS, Mutual Funds, MTF, Structured Products, and allied investment products.
- Build and manage strong HNI/UHNI client relationships and investment engagement models.
- Drive RM/Advisory team productivity, business...